Prospect. Plan. Invest. Achieve.

Power Your Growth with Orion’s Fiduciary Flywheel

Our tech-enabled fiduciary process empowers you to seamlessly attract new clients; connect planning goals to investment strategies; and help achieve each investor’s unique definition of financial success.

Prospect

Driving organic growth through client acquisition and engagement activities connected seamlessly to the financial planning process.

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Plan

Engaging investors in a modern and collaborative goals-led financial planning experience to enable the delivery of holistic advice.

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Invest

Connecting investment strategies and products directly to investors’ unique financial goals, risk target and plans.

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Achieve

Providing our advisors with the tools and insights they need to show the value they’ve created in their client relationships and ultimately grow their business.

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Orion Advisor walking on laptop
Check This Out: Orion Custom Indexing

Customize at Scale.
Add Revenue. Click Once.

Manage tax-efficient, personalized portfolios at scale with the only tech-enabled solution that brings together proposal generation, trading, and reporting all in one place.

Our Technology

Tech that Gives You the Edge

Redtail CRM

Work smarter — not harder — with the industry’s #1 ranked CRM for market share.¹

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Redtail CRM

Portfolio Accounting

Maximize your time and scale your back-office with the #1 portfolio accounting solution used by advisors.¹

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BeFi Tools

Guide your clients toward their goals with tools like Orion’s BeFi20, Protect, Live, Dream framework, and 3D Risk Profile.

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BeFi Tools

Trading

Join the 85% of Orion clients streamlining their business with tax-intelligent trading at scale.²

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Orion Employee working in office.

Risk Intelligence

Understand risk and uncover opportunity.

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Independent advisor surveys a vista of opportunities.

Orion Planning

Seamlessly connect your clients’ financial goals with investment strategies.

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Orion Financial Planning

Integrations

Connect with the tools your team uses every day.

We're Here to Fuel Your Success

Powering Advisors. Winning for Investors.

Advisors working in office.
Key Offerings: OCIO

Growth, Fueled.

Take back time in your day and get the horsepower and team to win more — and bigger — business, faster.

Portfolio Construction

Get optimized, customized portfolios for every one of your clients.

Trade Desk

Leverage an experienced team to streamline trade operations.

Wealth Advisory

Grow your business with exceptional wealth experiences for high-net-worth investors.

Custom Indexing

Create truly personalized, tax-efficient client portfolios.

Our Stats

Orion at a Glance

$4.3T

Platform assets2

12

of the Top 15

Barron’s RIA firms

rely on Orion’s technology.³

2,300

Independent advisory firms served2

110,000

Redtail CRM users2

6M

Technology accounts2

$68.3B

Wealth management assets2

1,300

Team members2

Dig Deeper

Recent Resources

¹Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
²Source: Proprietary Orion data, as of 3/31/2024.
³Source: 2023 Top 100 RIA Firms, Barron's, 2023.

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC.

Compliance Code: 0 1 4 4, Orion Advisor Solutions, January 19, 2024